iShares JP Morgan Usd EmergiEMBETF

13F holders, Q4 2025 (December 31)
965holders +75
94new positions
74sold out
5famous investors
$96.30avg. 13F price*

At the end of Q4 2025, 965 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 75 from Q3 2025. 94 opened new positions and 74 sold out. The largest holders were Wells Fargo & Company ($1.8B), Bank of America Corp. ($759.4M) and SBI Okasan Asset Management Co.Ltd. ($650.5M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares JP Morgan Usd Emergi
CUSIP
464288281
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 808Q1 2024Q2 2024: 811Q2 2024Q3 2024: 833Q3 2024Q4 2024: 866Q4 2024Q1 2025: 881Q1 2025Q2 2025: 845Q2 2025Q3 2025: 890Q3 2025Q4 2025: 965Q4 2025Q1 2026: 847Q1 2026Q2 2026: 838Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions94$527.0M
Exits74$326.8M

All 13F filers, Q3 2025 → Q4 2025: 26,969,044 shares bought and 23,238,479 shares sold, net +3,730,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 965 holders

Wells Fargo & Company 0.36% Add +2.2% 19,074,808 $1.8B
Bank of America Corp. 0.06% Add +43.7% 7,887,076 $759.4M
SBI Okasan Asset Management Co.Ltd. 35.84% — 6,734,380 $650.5M
Adventist Health System Sunbelt Healthcare Corp. 18.06% Add +96.0% 6,300,738 $606.6M
Betterment LLC 1.09% Reduce -11.4% 5,954,321 $573.3M
JPMorgan Chase & Co. 0.04% Reduce -49.1% 5,804,322 $558.8M
Envestnet Asset Management Inc. 0.15% Add +12.1% 5,118,686 $492.8M
Morgan Stanley 0.02% Reduce -7.2% 4,148,831 $399.4M
HSBC Holdings PLC 0.21% Add +939.2% 3,750,011 $361.6M
BNP Paribas Financial Markets 0.22% Add +15.9% 3,556,458 $342.4M
BlackRock, Inc. 0.01% Add +8.5% 3,069,629 $295.5M
LPL Financial LLC 0.08% Add +16.4% 2,873,030 $276.6M
Royal Bank of Canada 0.05% Add +1.1% 2,688,269 $258.8M
Goldman Sachs Group Inc. 0.04% Reduce -18.3% 2,581,256 $248.5M
Japan Science & Technology Agency 4.42% No change 2,500,000 $240.7M
Polianta Ltd 29.31% New 2,326,000 $223.9M
Prudential Financial Inc. 0.27% Add +518.0% 2,294,315 $220.9M
Tiaa Trust, National Association 0.52% Add +66.2% 2,269,776 $218.5M
Nationwide Fund Advisors 8.57% Add +883.0% 2,077,835 $200.1M
Bessemer Group Inc. 0.30% Reduce -0.0% 2,061,299 $198.5M
Bank of New York Mellon Corp 0.03% Add +21.4% 1,663,938 $160.2M
Sumitomo Life Insurance Co. 4.00% Add +17.2% 1,517,978 $146.2M
Hamilton Capital, LLC 7.08% — 1,469,688 $141.5M
UBS Group AG 0.03% Add +23.8% 1,426,986 $137.4M
Assetmark, Inc. 0.26% Reduce -18.9% 1,328,336 $127.9M
Healthcare of Ontario Pension Plan Trust Fund 0.20% New 1,200,000 $115.5M
Ameriprise Financial Inc. 0.02% Add +9.7% 1,101,950 $106.1M
Jane Street Group, LLC 0.12% Add +531.9% 1,012,051 $97.4M
Payden & Rygel 6.72% New 1,002,967 $96.6M
Man Group plc 0.18% Add +3.7% 948,251 $91.3M
Cetera Investment Advisers 0.09% Add +10.3% 823,019 $79.2M
SigFig Wealth Management, LLC 2.31% Add +2.7% 803,903 $77.4M
1832 Asset Management L.P. 0.10% Reduce -0.2% 803,788 $77.4M
Steward Partners Investment Advisory, LLC 0.42% Add +7.7% 802,225 $77.2M
Nomura Asset Management Co. Ltd. 0.18% Add +60.9% 744,450 $71.7M
Neuberger Berman Group LLC 0.05% Reduce -6.4% 730,419 $70.3M
Allspring Global Investments Holdings, LLC 0.10% Reduce -0.2% 647,757 $62.4M
PNC Financial Services Group, Inc. 0.03% Add +6.8% 635,006 $61.1M
Ocean Park Asset Management, LLC 2.81% Add +150.4% 621,800 $59.9M
Deutsche Bank AG 0.02% Add +0.4% 619,228 $59.6M
CI Investments Inc. 0.25% Add +31.6% 603,273 $58.1M
State of Wisconsin Investment Board 0.13% No change 580,000 $55.8M
Allianz Asset Management GmbH 0.06% Reduce -15.6% 567,430 $54.6M
Cwm, LLC 0.14% Add +1.8% 555,651 $53.5M
Barclays PLC 0.02% Reduce -54.0% 516,172 $49.7M
Meeder Asset Management Inc. 2.63% Add +1.9% 506,650 $48.8M
SG Americas Securities, LLC 0.06% Reduce -19.9% 493,493 $47.5M
Citigroup Inc. 0.03% Reduce -64.2% 476,412 $45.9M
MML Investors Services, LLC 0.11% Add +65.8% 468,816 $45.1M
Envestnet Portfolio Solutions, Inc. 0.15% Add +10.4% 451,837 $43.5M
Pictet Asset Management Holding SA 0.04% Add +0.5% 415,400 $40.1M
Savant Capital, LLC 0.21% Reduce -1.7% 384,446 $37.0M
Federation des caisses Desjardins du Quebec 0.13% Reduce 0.0% 364,872 $35.1M
Varma Mutual Pension Insurance Co 0.20% Add +75.0% 350,000 $33.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +200.0% 342,966 $33.0M
Raymond James Financial Inc. 0.01% Add +4.8% 341,805 $32.9M
FUKOKU MUTUAL LIFE INSURANCE Co 2.15% No change 340,000 $32.7M
Pacific Life Fund Advisors LLC 3.35% Reduce -1.0% 338,087 $32.6M
Park Avenue Securities LLC 0.27% Add +22.8% 333,022 $32.1M
Dynasty Wealth Management, LLC 0.31% Add +97.6% 331,427 $31.9M
Janus Henderson Group PLC 0.01% Reduce -0.0% 329,533 $31.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 326,171 $31.4M
HighTower Advisors, LLC 0.03% Add +53.4% 319,880 $30.8M
OneDigital Investment Advisors LLC 0.30% Add +2.3% 319,616 $30.8M
FMR LLC 0.00% Reduce -60.0% 316,141 $30.4M
Horizon Investments, LLC 0.39% Add +48.8% 316,098 $30.4M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Reduce -13.0% 304,756 $29.3M
Baker Avenue Asset Management, LP 0.68% Add +45.0% 304,452 $29.3M
Retirement Investment Advisors, Inc. 2.26% Add +3.1% 291,358 $28.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% No change 275,479 $26.6M
BLB&B Advisors, LLC 1.10% Add +9.8% 273,765 $26.4M
NewEdge Advisors, LLC 0.10% Add +26.7% 272,999 $26.3M
SageView Advisory Group, LLC 0.86% Add +5.6% 264,493 $25.5M
Sei Investments Co. 0.02% Reduce -2.7% 261,354 $25.2M
Jones Financial Companies LLLP 0.01% Add +12.4% 256,005 $24.6M
Equitable Holdings, Inc. 0.17% Add +4.2% 254,896 $24.5M
Washington Trust Bank 1.69% Reduce -0.6% 250,210 $24.1M
Janney Montgomery Scott LLC 0.05% Add +1.5% 246,414 $23.7M
Stairway Partners, LLC 1.20% No change 240,731 $23.2M
Invesco Ltd. 0.00% Add +31.7% 237,000 $22.8M
First Command Advisory Services, Inc. 0.16% Add +21.1% 236,875 $22.8M
Checchi Capital Advisers, LLC 1.51% Reduce -1.7% 230,949 $22.2M
Apella Capital, LLC 0.43% Add +13.5% 226,050 $21.8M
Tidal Investments LLC 0.09% Reduce -15.6% 224,396 $21.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +108.6% 224,177 $21.6M
Qube Research & Technologies Ltd 0.03% Add +51.8% 222,953 $21.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Reduce -11.1% 220,741 $21.3M
Wealthfront Advisers LLC 0.05% Reduce -89.8% 218,955 $21.1M
Pure Financial Advisors, LLC 0.32% Add +5.7% 218,783 $21.1M
Stifel Financial Corp. 0.02% Reduce -2.1% 216,897 $20.9M
Towercrest Capital Management 3.24% Add +5.3% 213,349 $20.5M
Bernicke Wealth Management, Ltd. 2.47% — 199,811 $19.2M
Invst, LLC 2.09% Add +5.3% 199,758 $19.2M
Centiva Capital, LP 1.16% New 198,000 $19.1M
Osaic Holdings, Inc. 0.03% Reduce -51.5% 196,604 $19.0M
Asset Management One Co., Ltd. 0.05% Reduce -7.2% 183,381 $17.7M
Cannon Financial Strategists, Inc. 2.44% Add +2.3% 182,373 $17.6M
United Capital Financial Advisors, LLC 0.10% Add +5.4% 179,086 $17.2M
iA Global Asset Management Inc. 0.21% Add +0.0% 169,654 $16.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -89.7% 165,677 $16.0M
Sagespring Wealth Partners, LLC 0.29% Add +6.8% 165,357 $15.9M
OpenArc Corporate Advisory, LLC 0.26% — 164,456 $15.8M
Mercer Global Advisors Inc. 0.02% Add +26.1% 162,469 $15.6M
First Trust Bank, Ltd. 33.83% No change 158,000 $15.2M
NorthCoast Asset Management LLC 0.33% Reduce -11.9% 156,937 $15.1M
Financial Advisors Network, Inc. 2.06% Add +2.1% 155,933 $15.0M
Truist Financial Corp. 0.02% Add +2.1% 155,121 $14.9M
Sanctuary Advisors, LLC 0.08% Add +10.0% 152,399 $14.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +40.9% 148,192 $14.3M
Alliancebernstein L.P. 0.00% Add +1.9% 141,877 $13.7M
Commonwealth Equity Services, LLC 0.02% Add +4.3% 141,255 $13.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -5.9% 139,600 $13.4M
1 North Wealth Services LLC 4.58% Add +2.0% 135,214 $13.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.74% No change 134,700 $13.0M
Country Trust Bank 0.23% Reduce -4.3% 133,802 $12.9M
Vertex Investment Solutions Co., Ltd. 12.68% — 132,400 $12.8M
Mariner, LLC 0.02% Reduce -1.7% 132,327 $12.7M
Citizens & Northern Corp. 3.15% Add +1.2% 132,225 $12.7M
Howard Capital Management, LLC 0.16% Add +0.5% 131,761 $12.7M
Alliance Wealth Management Group 2.77% Add +6.3% 130,899 $12.6M
Idaho Trust Co 4.01% Reduce -20.3% 125,856 $12.1M
Spire Wealth Management 0.40% Reduce -0.4% 124,741 $12.0M
J.Safra Asset Management Corp 0.62% Add +10.6% 123,043 $11.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -76.7% 122,920 $11.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.3% 122,142 $11.8M
Peak Financial Advisors LLC 5.13% Add +48.4% 118,583 $11.4M
Vontobel Holding Ltd. 0.04% Add +0.8% 116,630 $11.2M
Ascent Group, LLC 0.38% Add +7.1% 114,391 $11.0M
Occidental Asset Management, LLC 1.31% Add +6.6% 113,537 $10.9M
Estate Counselors, LLC 0.91% Reduce -2.1% 112,530 $10.8M
CreativeOne Wealth, LLC 0.26% Add +1.4% 112,167 $10.8M
WESPAC Advisors SoCal, LLC 2.15% Add +2.1% 110,668 $10.7M
Commerce Bank 0.06% Add +2.9% 107,801 $10.4M
&partners 0.05% Reduce -9.0% 106,906 $10.3M
Vise Technologies, Inc. 0.20% Add +35.3% 105,585 $10.2M
Cerity Partners LLC 0.01% Reduce -13.3% 102,958 $9.9M
Vestmark Advisory Solutions, Inc. 0.13% Add +30.5% 102,405 $9.9M
Integrated Advisors Network LLC 0.43% Reduce -6.6% 101,504 $9.8M
Atria Investments, Inc 0.11% Add +4.2% 101,447 $9.8M
Foster & Motley Inc. 0.50% Add +3.0% 98,188 $9.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.8% 97,900 $9.4M
Ashton Thomas Private Wealth, LLC 0.23% Add +1.7% 95,865 $9.2M
Probity Advisors, Inc. 1.48% Add +1.3% 95,865 $9.2M
Strategic Investment Advisors / MI 0.79% Reduce -85.6% 95,104 $9.2M
Berger Financial Group, Inc 0.52% Add +6.3% 92,615 $8.9M
Omega Financial Group, LLC 2.92% Add +1.1% 91,227 $8.8M
Mackenzie Financial Corp. 0.01% Reduce -3.2% 90,180 $8.7M
Syon Capital LLC 0.43% Add +1.6% 89,878 $8.7M
Advocacy Wealth Management, LLC 0.36% Add +1.3% 89,441 $8.6M
Rockefeller Capital Management L.P. 0.02% Add +12.6% 89,296 $8.6M
Scotia Capital Inc. 0.03% Add +26.5% 85,400 $8.2M
Crabel Capital Management, LLC 6.15% Add +116.3% 84,486 $8.1M
Millennium Management 0.01% Reduce -67.8% 82,428 $7.9M
Ellevest, Inc. 1.07% Add +6.7% 80,713 $7.8M
Rinkey Investments 1.95% Reduce -1.4% 79,926 $7.7M
Busey Bank 0.20% Reduce -1.3% 79,163 $7.6M
Westview Management dba Westview Investment Advisors 3.61% — 78,757 $7.6M
Jmac Enterprises LLC 1.43% Add +5.6% 77,456 $7.5M
National Bank of Canada 0.01% Reduce -86.9% 77,233 $7.4M
Union Bancaire Privee, UBP SA 0.09% Add +78.3% 76,500 $7.4M
Genus Capital Management Inc. 0.86% Add +41.5% 76,320 $7.3M
Outlook Wealth Advisors, LLC 1.64% Reduce -0.8% 75,286 $7.2M
Baird Financial Group, Inc. 0.01% Reduce -10.6% 73,030 $7.0M
Rovin Capital /Ut/ 1.86% Add +6.5% 72,722 $7.0M
JB Capital LLC 0.28% Add +2.2% 71,731 $6.9M
Factor Wealth Management LTD 1.49% Add +2.8% 71,539 $6.9M
Integrated Wealth Concepts LLC 0.08% Reduce -4.2% 71,287 $6.9M
Sharkey, Howes & Javer 0.87% Add +10.1% 70,833 $6.8M
Norris Financial Group, LLC 2.30% Add +5.0% 70,323 $6.8M
Van Hulzen Asset Management, LLC 0.48% Add +33.5% 67,592 $6.5M
Thrivent Financial for Lutherans 0.01% Add +51.2% 66,408 $6.4M
AE Wealth Management LLC 0.04% Add +9.4% 66,219 $6.4M
US Bancorp \de 0.01% Add +3.2% 64,278 $6.2M
Trek Financial, LLC 0.35% Add +5.7% 63,158 $6.1M
Mgo One Seven LLC 0.12% Add +91.2% 63,030 $6.1M
Fairview Capital Investment Management, LLC 0.30% Reduce -0.4% 61,245 $5.9M
FORM Wealth Advisors, LLC 0.69% — 60,969 $5.9M
CFS Investment Advisory Services, LLC 0.42% Reduce -0.1% 60,062 $5.8M
Finhabits Advisors LLC 5.35% — 59,167 $5.7M
Guggenheim Capital LLC 0.04% Add +8.9% 59,001 $5.7M
Horst & Graben Wealth Management LLC 0.85% Add +3.9% 58,819 $5.7M
Beacon Advisors Holdings, LLC 2.97% — 58,585 $5.6M
Lake Street Private Wealth, LLC 0.69% Add +23.9% 58,293 $5.6M
Alternative Investment Advisors, LLC. 2.40% Add +2.1% 57,618 $5.5M
Financial Alternatives, Inc 3.20% Add +0.0% 57,214 $5.5M
Parr McKnight Wealth Management Group, LLC 0.71% Reduce -17.4% 56,347 $5.4M
Blackhawk Capital Partners, LLC 2.02% Add +72.8% 55,929 $5.4M
SteelPeak Wealth, LLC 0.18% Add +1.9% 55,604 $5.4M
Monument Capital Management 1.32% Reduce -1.2% 55,124 $5.3M
Sierra Ocean, LLC 4.36% Add +3.7% 54,755 $5.3M
Summit Financial, LLC 0.08% Add +12.9% 54,480 $5.2M
Eq LLC 1.49% Add +79.6% 53,574 $5.2M
Comerica Bank 0.02% Reduce -0.4% 52,938 $5.1M
Savvy Advisors, Inc. 0.16% Add +60.1% 51,488 $5.0M
Larch Capital Partners LLC 0.68% — 51,280 $4.9M
Verdence Capital Advisors LLC 0.29% Reduce -1.1% 51,226 $4.9M
Founders Financial Securities LLC 0.29% Add +17.1% 50,362 $4.8M
Trivium Point Advisory, LLC 0.49% Add +1.1% 50,330 $4.8M
LMR Partners LLP 0.06% No change 50,000 $4.8M
BlueSky Wealth Advisors, LLC 0.62% Reduce -1.2% 49,047 $4.7M
Federated Hermes, Inc. 0.01% New 48,667 $4.7M
Hilltop Holdings Inc. 0.28% Add +29.6% 48,520 $4.7M
Private Advisor Group, LLC 0.02% Add +15.8% 46,718 $4.5M
Citizens Financial Group Inc. 0.06% Reduce -6.3% 46,705 $4.5M
Hancock Whitney Corp. 0.08% Add +8.8% 46,354 $4.5M
Heritage Family Offices, LLP 2.02% Reduce -5.2% 46,150 $4.4M
Merit Financial Group, LLC 0.04% Add +8.8% 45,375 $4.4M
Insight Wealth Partners, LLC 1.81% Add +8.3% 45,131 $4.3M
Kelly Financial Services LLC 1.09% Add +4.3% 45,112 $4.3M
Pathstone Holdings, LLC 0.02% Add +40.0% 44,631 $4.3M
Friedenthal Financial 2.17% Add +23305.3% 43,768 $4.2M
Paragon Advisors, LLC 1.13% Add +4.5% 43,297 $4.2M
Parallel Advisors, LLC 0.08% Reduce -1.9% 43,066 $4.2M
Modera Wealth Management, LLC 0.05% Add +7.1% 42,937 $4.1M
Shepherd Financial Partners LLC 0.38% Add +1.1% 42,726 $4.1M
CENTRAL TRUST Co 0.08% Add +7.5% 42,515 $4.1M
Capula Management Ltd 0.03% Add +58.3% 42,482 $4.1M
Focus Partners Wealth 0.00% Add +3.7% 42,954 $4.1M
NorthRock Partners, LLC 0.07% Add +49.9% 42,134 $4.1M
Wharton Business Group, LLC 0.15% No change 42,170 $4.0M
IFP Advisors, Inc 0.09% Add +3.2% 41,340 $4.0M
Integrity Alliance, Llc. 0.14% Add +7.5% 40,649 $3.9M
Private Wealth Advisors, LLC 1.40% Add +5.6% 40,387 $3.9M
High Falls Advisors, Inc 0.78% Add +4.1% 39,852 $3.8M
Global Retirement Partners, LLC 0.07% Add +226.5% 39,359 $3.8M
Stokes Family Office, LLC 0.35% Add +14.3% 39,357 $3.8M
Regions Financial Corp. 0.02% Reduce -0.2% 38,950 $3.8M
LifePlan Investment Advisors, Inc. 1.51% Add +2.6% 38,548 $3.7M
Caisse de depot et placement du Quebec 0.01% Reduce -97.5% 37,700 $3.6M
Sykon Capital LLC 1.16% Add +5.2% 37,640 $3.6M
Farther Finance Advisors, LLC 0.04% Add +47.3% 37,359 $3.6M
Principal Financial Group Inc. 0.00% Add +44.3% 37,089 $3.6M
Impact Partnership Wealth, LLC 0.46% Add +12.0% 37,064 $3.6M
Inscription Capital, LLC 0.36% Reduce -3.5% 36,806 $3.5M
Strategic Blueprint, LLC 0.21% Add +5.1% 36,786 $3.5M
Colton Groome Financial Advisors, LLC 1.01% Add +6.2% 36,558 $3.5M
Synergy Asset Management, LLC 0.36% Add +255.7% 36,434 $3.5M
Nwam LLC 0.20% Reduce -0.6% 36,377 $3.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.42% — 35,778 $3.4M
GenTrust, LLC 0.15% Reduce -11.8% 34,960 $3.4M
CoreCap Advisors, LLC 0.12% Add +3.0% 34,574 $3.3M
Susquehanna International Group, LLP 0.00% Reduce -87.5% 34,331 $3.3M
Stone House Investment Management, LLC 0.51% Add +7.8% 34,308 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -15.4% 34,061 $3.3M
Beacon Financial Group 0.32% Add +8.9% 33,807 $3.3M
Orion Porfolio Solutions, LLC 0.02% Add +9.9% 33,797 $3.3M
Austin Private Wealth, LLC 0.24% Add +2.0% 33,578 $3.2M
Clear Creek Financial Management, LLC 0.26% Reduce -8.3% 33,059 $3.2M
Stevens Capital Management LP 1.11% Reduce -64.3% 32,800 $3.2M
Keybank National Association 0.01% Reduce -0.4% 32,535 $3.1M
Q3 Asset Management 0.70% Add +25.2% 31,574 $3.0M
World Investment Advisors 0.05% Add +84.7% 31,386 $3.0M
Great Diamond Partners, LLC 0.58% Add +1.9% 31,226 $3.0M
Liberty Wealth Management LLC 0.39% Reduce -4.8% 31,041 $3.0M
Regal Investment Advisors LLC 0.18% Add +24.3% 30,998 $3.0M
Croban 1.44% Add +67.0% 30,949 $3.0M
Transamerica Financial Advisors, LLC 0.24% Add +1.8% 30,436 $2.9M
Gallagher Fiduciary Advisors, LLC 0.09% New 30,386 $2.9M
Verus Wealth Management, LLC 2.69% Add +1.4% 29,973 $2.9M
MIdWestOne Financial Group, Inc. 0.32% Add +19.2% 29,835 $2.9M
TSA Wealth Managment LLC 0.94% Add +2.1% 29,621 $2.9M
Mount Lucas Management LP 1.25% Add +1.4% 29,393 $2.8M
Cardinal Strategic Wealth Guidance 0.74% Add +1.4% 29,245 $2.8M
Farrell Financial LLC 1.65% Add +5.7% 29,058 $2.8M
Ally Invest Advisors Inc. 0.19% Add +5.9% 28,869 $2.8M
UMB Bank, n.a. 0.04% Add +2857.9% 28,780 $2.8M
Beta Wealth Group, Inc. 1.11% Add +1.5% 28,674 $2.8M
One Wealth Advisors, LLC 0.34% Add +11.0% 28,577 $2.8M
Beacon Pointe Advisors, LLC 0.02% Add +5.6% 28,488 $2.7M
Garden State Investment Advisory Services LLC 0.65% Add +21.2% 28,151 $2.7M
OneAscent Family Office, LLC 1.83% Add +1.6% 28,077 $2.7M
Principia Wealth Advisory, LLC 1.67% Add +56.2% 27,811 $2.7M
Insight Wealth Strategies, LLC 0.31% Reduce -6.9% 27,698 $2.7M
Fiducient Advisors LLC 0.33% New 27,647 $2.7M
EFG International AG 0.05% — 27,368 $2.6M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -0.1% 27,284 $2.6M
GeoWealth Management, LLC 0.10% Reduce -66.5% 27,219 $2.6M
Sharper & Granite LLC 0.91% Add +7.4% 26,954 $2.6M
Central Bank & Trust Co. 0.40% Add +1.6% 26,646 $2.6M
Northern Trust Corp. 0.00% Add +16.8% 26,580 $2.6M
Corient Private Wealth LP 0.00% Add +596.5% 26,572 $2.6M
Robertson Stephens Wealth Management, LLC 0.07% Add +93.3% 26,306 $2.5M
Evergreen Capital Management LLC 0.06% Add +15.0% 26,245 $2.5M
Elevation Point Wealth Partners, LLC 0.12% Add +130.3% 26,077 $2.5M
Blueprint Financial Advisors LLC 0.38% Add +1.8% 25,910 $2.5M
Blueprint Investment Partners LLC 0.27% Add +1.8% 25,881 $2.5M
Two Sigma Securities, LLC 0.34% Reduce -13.3% 25,610 $2.5M
Gladwyn Financial Advisors, Inc. 1.73% Add +2.6% 25,550 $2.5M
Brookstone Capital Management 0.03% Add +5.2% 25,182 $2.4M
Concurrent Investment Advisors, LLC 0.03% Add +56.5% 24,297 $2.3M
Sincerus Advisory, LLC 1.87% Add +11.2% 24,221 $2.3M
Randall & Associates Wealth Management 1.61% Add +2.2% 24,087 $2.3M
Wrapmanager Inc. 0.78% Reduce -3.5% 23,956 $2.3M
ONE Advisory Partners, LLC 0.70% Add +0.5% 23,956 $2.3M
Icon Wealth Advisors, LLC 0.15% Reduce -0.2% 23,875 $2.3M
Simplicity Wealth,LLC 0.14% Add +6.7% 23,862 $2.3M
Private Advisory Group LLC 0.18% Add +5.9% 23,746 $2.3M
Kestra Private Wealth Services, LLC 0.03% Add +12.2% 23,427 $2.3M
FFG Retirement Advisors LLC 1.40% Add +0.4% 23,405 $2.3M
Columbus Macro, LLC 0.25% Add +72.9% 23,365 $2.2M
Pettinga Financial Advisors LLC 0.43% Add +12.7% 23,288 $2.2M
Martel Wealth Advisors LLC 0.37% Reduce -0.6% 22,747 $2.2M
Proficio Capital Partners LLC 0.15% New 22,705 $2.2M
Moors & Cabot, Inc. 0.09% Add +6.8% 22,449 $2.2M
Islay Capital Management, LLC 1.25% Add +174.9% 21,894 $2.1M
Guidance Capital, Inc. 0.51% Reduce -6.8% 21,812 $2.1M
Plan Group Financial, LLC 0.53% Reduce -31.8% 21,279 $2.0M
Rwa Wealth Partners, LLC 0.02% Reduce -5.2% 20,911 $2.0M
Ssa Swiss Advisors AG 0.93% Add +5.8% 20,760 $2.0M
Vanguard Group Inc. 0.00% New 20,572 $2.0M
Ameritas Advisory Services, LLC 0.07% Add +170683.3% 20,494 $2.0M
Richard W. Paul & Associates, LLC 0.65% New 20,431 $2.0M
Stephenson & Company, Inc. 1.06% Add +3.6% 20,082 $1.9M
Braun-Bostich & Associates Inc. 1.19% Add +0.5% 19,986 $1.9M
State Farm Mutual Automobile Insurance Co. 0.00% Add +37.5% 19,851 $1.9M
IMC-Chicago, LLC 0.03% Add +45.7% 19,818 $1.9M
Goldstone Financial Group, LLC 0.21% Add +18.9% 19,651 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.2% 19,545 $1.9M
Prudent Investors Network, Inc. 0.43% Add +9.6% 19,522 $1.9M
Advus Financial Partners, LLC 0.45% Add +2.4% 19,267 $1.9M
Rosenberg Matthew Hamilton 0.38% Add +29.6% 19,260 $1.9M
Curtis Wealth Management LLC 1.59% — 18,847 $1.8M
PAX Financial Group, LLC 0.31% Add +17.9% 18,793 $1.8M
McNaughton Wealth Management, LLC 0.74% Reduce -0.4% 18,746 $1.8M
D. E. Shaw & Co. 0.00% Reduce -98.8% 18,600 $1.8M
Compagnie Lombard Odier SCmA 0.02% Add +169.4% 18,570 $1.8M
Ariadne Wealth Management, LP 0.73% No change 18,256 $1.8M
Rik Saylor Financial, Inc. 1.29% Add +0.6% 18,338 $1.8M
Gateway Wealth Partners, LLC 0.19% Add +17.5% 18,138 $1.7M
Trajan Wealth LLC 0.07% Reduce -4.7% 18,072 $1.7M
Genesis Private Wealth, LLC 0.53% New 17,817 $1.7M
Patriot Investment Management Group, Inc. 0.11% Add +30.6% 17,778 $1.7M
Shore Point Advisors, LLC 0.72% Add +4.2% 17,772 $1.7M
Shared Vision Wealth Group LLC 0.69% Add +2.2% 17,647 $1.7M
Bay Harbor Wealth Management, LLC 0.44% Add +1.0% 17,346 $1.7M
Blue Trust, Inc. 0.02% Reduce -11.8% 17,315 $1.7M
Modern Wealth Management, LLC 0.03% Add +28.6% 17,302 $1.7M
Advisory Services Network, LLC 0.02% Add +2.9% 17,166 $1.7M
SWP Financial LLC 0.82% Add +1.2% 17,054 $1.6M
Evolution Wealth Advisors, LLC 0.17% Add +7.3% 17,045 $1.6M
Barden Capital Management, Inc. 1.35% Add +14.1% 17,017 $1.6M
Independent Financial Group, LLC 0.04% Add +4.2% 16,974 $1.6M
Unison Advisors LLC 0.14% Add +2.7% 16,961 $1.6M
Hexagon Capital Partners LLC 0.30% Add +10.6% 16,905 $1.6M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.9% 16,843 $1.6M
EP Wealth Advisors, LLC 0.01% — 16,675 $1.6M
Endeavor Private Wealth, Inc. 0.46% Add +2.7% 16,529 $1.6M
Cornerstone Wealth Group, LLC 0.11% Add +2.7% 16,502 $1.6M
Kensington Asset Management, LLC 0.08% Add +31.3% 16,462 $1.6M
Cypress Wealth Services, LLC 0.22% Add +12.3% 16,254 $1.6M
Prosperity Consulting Group, LLC 0.07% Add +3.7% 16,220 $1.6M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +6.8% 16,141 $1.6M
Prudential PLC 0.01% Add +49.3% 16,054 $1.5M
Sowell Financial Services LLC 0.06% Add +1.1% 15,948 $1.5M
Keel Point, LLC 0.09% Reduce -33.2% 15,813 $1.5M
Napier Financial, LLC 0.38% — 15,785 $1.5M
Wealth Alliance, LLC 0.15% Add +31.1% 15,629 $1.5M
Csenge Advisory Group 0.07% Add +6.7% 15,452 $1.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +19.9% 15,434 $1.5M
Nilsine Partners, LLC 0.13% Add +0.8% 15,285 $1.5M
Captrust Financial Advisors 0.00% Reduce -7.1% 15,281 $1.5M
Avalon Capital Management 0.35% No change 15,268 $1.5M
Riggs Asset Managment Co. Inc. 0.30% Add +71.3% 15,203 $1.5M
Keystone Wealth Services, LLC 0.31% Add +2.8% 15,101 $1.5M
Elevated Financial Group LLC 0.50% — 15,081 $1.5M
Keystone Financial Services 0.43% Add +4.6% 14,920 $1.4M
True Vision MN LLC 0.73% Add +3.3% 14,832 $1.4M
WealthShield Partners, LLC 0.16% Reduce -0.8% 14,800 $1.4M
Natixis 0.01% Reduce -14.7% 14,775 $1.4M
First American Trust, FSB 0.10% Add +3.3% 14,695 $1.4M
RFG Advisory, LLC 0.03% Add +0.6% 14,569 $1.4M
Ameraudi Asset Management, Inc. 0.77% New 14,541 $1.4M
Creative Planning 0.00% Add +5.7% 14,520 $1.4M
Kingswood Wealth Advisors, LLC 0.07% Add +15.2% 14,502 $1.4M
OxenFree Capital LLC 0.73% Add +5.6% 14,483 $1.4M
Waverly Advisors, LLC 0.01% Add +52.5% 14,422 $1.4M
Matisse Capital 0.62% Add +0.0% 14,354 $1.4M
Marex Group Ltd 0.01% Reduce -23.0% 14,214 $1.4M
Freestone Capital Holdings, LLC 0.04% Reduce -5.7% 14,123 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Add +7.7% 14,053 $1.4M
Indivisible Partners 0.15% — 14,042 $1.4M
WBH Advisory Inc. 0.10% New 14,004 $1.3M
Independent Advisor Alliance 0.03% Add +354.6% 13,887 $1.3M
Diversify Wealth Management, LLC 0.06% Add +294.8% 13,894 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -2.3% 13,862 $1.3M
Daviman Financial, LLC 0.77% — 13,621 $1.3M
Victory Capital Management Inc. 0.00% Reduce -94.2% 13,613 $1.3M
Quadrant Private Wealth Management, LLC 0.21% Add +5.5% 13,608 $1.3M
Titan Global Capital Management USA LLC 0.19% Add +15.1% 13,492 $1.3M
Spectrum Planning & Advisory Services Inc. 0.67% Add +3.2% 13,486 $1.3M
Centurion Wealth Management LLC 0.28% Add +7.2% 13,450 $1.3M
Chesapeake Capital Corp. 1.08% No change 13,381 $1.3M
Principal Securities, Inc. 0.02% Reduce -3.7% 13,272 $1.3M
Steadtrust LLC 0.79% Reduce -2.7% 13,250 $1.3M
Headlands Technologies LLC 0.11% Add +46.1% 13,177 $1.3M
Venturi Wealth Management, LLC 0.06% Reduce -7.8% 13,164 $1.3M
North Forty Two & Co. 1.19% Add +7.6% 13,138 $1.3M
Tsfg, LLC 0.19% Add +10.6% 13,112 $1.3M
Bank of Montreal 0.00% Add +42.6% 12,979 $1.2M
LFA - Lugano Financial Advisors SA 0.64% Add +9.9% 12,937 $1.2M
BKM Wealth Management, LLC 0.45% Add +0.5% 12,884 $1.2M
WCG Wealth Advisors LLC 0.03% Add +24.1% 12,862 $1.2M
Legacy Financial Group LLC 0.15% Add +2.2% 12,857 $1.2M
Defined Wealth Management, LLC 0.71% Reduce -0.2% 12,781 $1.2M
AlTi Global, Inc. 0.03% Reduce -6.2% 12,660 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.0% 12,539 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -0.8% 12,445 $1.2M
Chesley Taft & Associates LLC 0.05% New 12,362 $1.2M
Klaas Financial Asset Advisors, LLC 0.17% Add +7.8% 12,318 $1.2M
Summa Corp. 0.50% Add +117.8% 12,175 $1.2M
Continuum Advisory, LLC 0.12% Add +31.3% 12,174 $1.2M
Custos Family Office, LLC 0.79% Reduce -17.4% 12,051 $1.2M
Mather Group, Llc. 0.01% Add +3.2% 11,836 $1.1M
Mayflower Financial Advisors, LLC 0.14% Add +13.1% 11,750 $1.1M
Diversified Enterprises, LLC 0.07% Add +87.0% 11,708 $1.1M
5T Wealth, LLC 0.44% Add +0.9% 11,521 $1.1M
Ballast Rock Private Wealth LLC 0.69% — 11,500 $1.1M
Redhawk Wealth Advisors, Inc. 0.12% Add +43.4% 11,500 $1.1M
TD Private Client Wealth LLC 0.02% Add +32.4% 11,472 $1.1M
ORG Partners LLC 0.20% Add +7.5% 11,437 $1.1M
Alongside, LLC 0.36% — 11,328 $1.1M
Vicus Capital 0.08% Reduce -26.9% 11,304 $1.1M
Capital Analysts, LLC 0.03% Add +4.3% 11,175 $1.1M
VestGen Investment Management 0.59% Reduce -3.5% 11,095 $1.1M
Focus Financial Network, Inc. 0.04% Add +4.1% 10,883 $1.0M
Retirement Capital Strategies 0.39% New 10,839 $1.0M
AdvisorNet Financial, Inc 0.06% Add +2.6% 10,795 $1.0M
Mutual Advisors, LLC 0.02% Add +6.3% 10,694 $1.0M
Prelude Capital Management, LLC 0.08% Add +217.2% 10,690 $1.0M
Cyndeo Wealth Partners, LLC 0.06% Add +3.2% 10,618 $1.0M
Unique Wealth Strategies, LLC 0.40% Add +40.2% 10,601 $1.0M
Waystone Advisors LLC 0.87% — 10,562 $1.0M
Journey Strategic Wealth LLC 0.03% Add +3.1% 10,508 $1.0M
JT Stratford LLC 0.13% Reduce -64.6% 10,403 $1.0M
Arrow Investment Advisors, LLC 1.10% Reduce -2.4% 10,302 $992K
Manning & Napier Advisors LLC 0.01% Add +5.7% 10,225 $986K
Sandro Wealth Management LLC 0.81% — 10,133 $976K
West Wealth Group, LLC 0.20% Add +5.4% 10,119 $974K
Sovran Advisors, LLC 0.08% Add +15.1% 10,029 $967K
Gridiron Partners, LLC 0.55% Reduce -36.0% 9,985 $961K
Atlatl Advisers LLC 0.37% Add +12.7% 9,967 $960K
Choreo, LLC 0.01% Reduce -18.6% 9,890 $954K
10Elms LLP 1.00% Add +0.1% 9,877 $951K
Ascentis Independent Advisors 0.15% Add +10.5% 9,869 $950K
One Capital Management, LLC 0.03% New 9,849 $948K
Security Financial Services, INC. 0.15% Add +2.1% 9,804 $944K
Verus Capital Partners, LLC 0.06% Add +2.3% 9,803 $944K
Unique Wealth, LLC 0.13% Add +2.9% 9,720 $936K
First Trust Advisors LP 0.00% Add +5.1% 9,637 $928K
Apollon Wealth Management, LLC 0.02% Add +1.7% 9,618 $926K
Lido Advisors, LLC 0.00% Add +8.2% 9,567 $916K
Stratos Wealth Partners, LTD. 0.01% Add +49.6% 9,492 $914K
American Financial Advisors, LLC 0.12% Reduce -25.3% 9,477 $912K
MMBG Investment Advisors Co. 0.08% Add +5.7% 9,433 $908K
Cape Cod Five Cents Savings Bank 0.08% No change 9,610 $899K
Nvwm, LLC 0.20% Add +4.3% 9,327 $898K
Hoxton Planning & Management, LLC 0.27% Add +2.5% 9,299 $895K
City State Bank 0.24% Add +9.1% 9,270 $893K
Cornerstone Planning Group LLC 0.14% Add +13.4% 9,213 $890K
Theory Financial LLC 0.30% Add +5.2% 9,185 $889K
Postrock Partners LLC 0.38% No change 9,000 $867K
Mirabaud & Cie SA 0.28% New 9,000 $867K
Exencial Wealth Advisors, LLC 0.03% Reduce -1.7% 8,993 $866K
Advisors Asset Management, Inc. 0.01% Reduce -3.4% 8,975 $864K
FDx Advisors, Inc. 0.44% Add +3.6% 8,966 $863K
Alterna Wealth Management, Inc. 0.71% Add +4.3% 8,900 $857K
Keystone Global Partners, LLC 0.38% New 8,865 $854K
Alesco Advisors, LLC, An ESL Co 0.02% No change 8,830 $850K
Argent Trust Co 0.03% Add +59.8% 8,812 $848K
Venture Visionary Partners LLC 0.03% Reduce -6.3% 8,811 $848K
Arax Advisory Partners 0.02% New 8,558 $840K
United Advisor Group, LLC 0.11% Reduce -20.9% 8,696 $837K
Town Capital LLC 0.67% — 8,537 $822K
New England Private Wealth Advisors LLC 0.10% Add +0.8% 8,499 $818K
Fortis Group Advisors, LLC 0.14% New 8,400 $811K
Frederick Financial Consultants, LLC 0.44% Add +0.4% 8,368 $806K
J2 Capital Management Inc 0.58% Add +2.1% 8,328 $802K
Trustmark Bank Trust Department 0.05% No change 8,326 $802K
Cassilly Financial Group LLC 0.71% — 8,304 $800K
Maridea Wealth Management LLC 0.12% Add +0.5% 8,297 $799K
Snowden Capital Advisors LLC 0.02% Add +11.8% 8,266 $796K
Yoffe Investment Management, LLC 1.02% Add +0.2% 8,262 $795K
Diversify Advisory Services, LLC 0.03% Reduce -11.5% 8,261 $795K
TFB Advisors LLC 0.22% Reduce -1.8% 8,229 $792K
Arwa LLC 0.45% — 8,031 $773K
Crewe Advisors LLC 0.07% Reduce -0.5% 7,959 $766K
White Lighthouse Investment Management Inc. 0.11% Add +13.2% 7,947 $765K
Endowment Wealth Management, Inc. 0.35% Add +8.0% 7,926 $763K
Carter Financial Group, INC. 0.45% Add +1.2% 7,814 $752K
Moneta Group Investment Advisors LLC 0.01% Reduce -19.2% 7,770 $748K
ShoreHaven Wealth Partners, LLC 0.27% Reduce -4.9% 7,757 $747K
Plan A Wealth LLC 0.37% Reduce -26.5% 7,754 $747K
Arkansas Financial Group, Inc. 0.11% New 7,720 $743K
MAI Capital Management 0.00% Add +5.1% 7,712 $742K
Net Worth Advisory Group 0.15% Add +8.2% 7,695 $741K
Johnson Financial Group, Inc. 0.03% Reduce -0.9% 7,695 $741K
RiverFront Investment Group, LLC 0.01% Reduce -12.4% 7,643 $736K
Rothschild Wealth LLC 0.07% Reduce -7.0% 7,572 $729K
Barnes Wealth Management Group, Inc 0.39% Add +1.9% 7,522 $724K
Chatterton & Associates Inc. 0.61% — 7,384 $711K
Readystate Asset Management LP 0.05% Reduce -96.9% 7,367 $709K
Signet Financial Management, LLC 0.08% Reduce -4.4% 7,361 $709K
Certuity, LLC 0.04% No change 7,276 $701K
American Financial & Tax Strategies Inc. 0.35% Reduce -0.8% 7,244 $697K
Worth Financial Advisory Group, LLC 0.34% New 7,240 $697K
D.A. Davidson & Co. 0.00% Add +4.3% 7,099 $684K
IHT Wealth Management, LLC 0.02% Reduce -3.2% 7,022 $676K
PFG Advisors 0.03% Add +26.4% 7,001 $674K
Ridge Creek Global, Inc 0.56% — 6,985 $673K
U.S. Capital Wealth Advisors, LLC 0.02% Add +7.3% 6,865 $661K
Alliance Wealth Advisors, LLC 0.14% Reduce -38.8% 6,750 $650K
Greenspring Advisors, LLC 0.04% New 6,749 $650K
Arkadios Wealth Advisors 0.01% Add +8.1% 6,683 $643K
Tradition Wealth Management, LLC 0.05% Reduce -0.2% 6,665 $642K
Daiichi Life Insurance Co., Ltd. 0.02% Add +25.8% 6,650 $640K
Insigneo Advisory Services, LLC 0.05% Reduce -5.1% 6,586 $634K
Richardson Financial Services Inc. 0.20% Reduce -20.8% 6,576 $633K
Rockingstone Advisors LLC 0.29% Reduce -4.6% 6,556 $631K
Stock Yards Bank & Trust Co. 0.02% Add +17.6% 6,518 $628K
Brookwood Investment Group LLC 0.08% Add +58.8% 6,479 $624K
Kovack Advisors, Inc. 0.03% Add +28.3% 6,405 $617K
Apeiron RIA LLC 0.12% Reduce -55.9% 6,378 $614K
Tudor Investment Corporation 0.00% Reduce -78.7% 6,324 $609K
Centerline Wealth Advisors, LLC 0.22% New 6,283 $605K
Running Point Capital Advisors, LLC 0.16% Reduce -9.8% 6,245 $601K
Commons Capital, LLC 0.42% Add +54.2% 6,236 $600K
KKM Financial LLC 0.11% Add +5.0% 6,208 $598K
Blue Fin Capital, Inc. 0.09% Add +8.0% 6,176 $595K
Range Financial Group LLC 0.20% Add +55.4% 6,135 $591K
Innealta Capital, LLC 0.32% Add +5.5% 6,119 $589K
Frisch Financial Group, Inc. 0.13% No change 6,038 $581K
Strategic Financial Partners, Ltd. 0.25% Add +16.6% 5,992 $577K
CIBC Private Wealth Group LLC 0.00% Reduce -8.2% 5,976 $575K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +2.6% 5,961 $574K
Activest Wealth Management 0.11% Add +0.4% 5,939 $572K
ARK & TLK Investments, LLC 0.16% No change 5,892 $567K
Cutler Investment Counsel LLC 0.06% Reduce -3.9% 5,819 $560K
J.M. Arbour, LLC 0.55% — 5,703 $549K
Prospera Financial Services Inc 0.01% Add +1.4% 5,681 $547K
Riverbend Wealth Management, LLC 0.34% New 5,562 $536K
WealthTrak Capital Management LLC 0.38% Reduce -19.1% 5,538 $533K
Bryn Mawr Trust Advisors, LLC 0.03% New 5,514 $531K
RDA Financial Network 0.13% Add +62.9% 5,506 $530K
Balefire, LLC 0.10% Reduce -6.4% 5,416 $521K
Keating Financial Advisory Services, Inc. 0.07% — 5,379 $518K
Intellectus Partners, LLC 0.10% Reduce -42.1% 5,372 $517K
Fortis Capital Advisors, LLC 0.08% Add +57.6% 5,347 $515K
Belpointe Asset Management LLC 0.02% Add +57.6% 5,347 $515K
Integrity Advisory Solutions, LLC 0.07% Add +16.1% 5,282 $509K
Yukon Wealth Management, Inc. 0.29% Add +4.4% 5,280 $508K
Squarepoint Ops LLC 0.00% Reduce -69.6% 5,207 $501K
Lifelong Wealth Advisors, Inc. 0.13% Add +41.1% 5,191 $500K
AQR Capital Management 0.00% Add +20.4% 5,147 $496K
Center For Asset Management LLC 0.26% Add +3.5% 5,121 $493K
WealthPLAN Partners, LLC 0.07% Add +2.0% 5,052 $486K
Tempus Wealth Planning, LLC 0.11% Add +2.0% 5,007 $482K
James Investment Research, Inc. 0.05% New 4,879 $470K
Dynamic Advisor Solutions LLC 0.01% Add +0.8% 4,855 $467K
Kickstand Ventures, Llc. 0.10% Add +25.5% 4,842 $466K
Optivise Advisory Services LLC 0.27% Reduce -18.6% 4,797 $462K
Old National Bancorp 0.01% Add +1.4% 4,791 $461K
HCR Wealth Advisors 0.04% Reduce -0.2% 4,712 $454K
BOS Asset Management, LLC 0.12% Reduce -0.8% 4,694 $452K
WESPAC Advisors, LLC 0.24% Add +44.7% 4,688 $451K
One Wealth Capital Management, LLC 0.19% Add +13.2% 4,678 $450K
Archer Investment Management, LLC 0.24% New 4,663 $449K
J.W. Cole Advisors, Inc. 0.01% Reduce -72.4% 4,824 $448K
Cohen Investment Advisors LLC 0.21% No change 4,649 $448K
Wealthcare Advisory Partners LLC 0.01% Add +16.7% 4,631 $446K
WFA of San Diego, LLC 0.33% Reduce -1.4% 4,614 $444K
Redwood Investment Management, LLC 0.05% Add +14.9% 4,586 $441K
Point Nemo Capital, LLC 0.44% — 4,577 $441K
1620 Investment Advisors, Inc. 0.29% Add +4.0% 4,553 $438K
Cushing Capital Partners, LLC 0.32% Reduce -2.7% 4,537 $437K
Mosley Wealth Management 0.20% — 4,584 $436K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -2.8% 4,528 $436K
Private Trust Co. NA 0.04% Add +37.2% 4,519 $435K
Harbour Investments, Inc. 0.01% Add +11.2% 4,508 $434K
Laurel Oak Wealth Management, LLC 0.07% — 4,463 $430K
Strategic Financial Services, Inc. 0.02% Add +2.0% 4,436 $429K
Gladstone Institutional Advisory LLC 0.02% Reduce -3.2% 4,450 $428K
Insight Advisors, LLC/ PA 0.06% Reduce -2.6% 4,445 $428K
Prime Capital Investment Advisors, LLC 0.01% Reduce -8.3% 4,445 $428K
Three Bridge Wealth Advisors, LLC 0.11% Add +4.0% 4,423 $426K
Strategy Asset Managers LLC 0.07% Add +20.6% 4,406 $424K
AlphaCentric Advisors LLC 0.42% — 4,380 $422K
Lexington Hill Partners, LLC 0.31% — 4,342 $418K
Vericrest Private Wealth 0.37% — 4,341 $418K
Clearview Wealth Advisors LLC 0.26% Add +5.7% 4,313 $415K
VPR Management LLC 0.18% No change 4,300 $414K
Firethorn Wealth Partners, LLC 0.15% Reduce -5.9% 4,224 $407K
StoneX Group Inc. 0.02% Add +2.9% 4,223 $407K
Geneos Wealth Management Inc. 0.01% Add +8.6% 4,222 $406K
Pinion Investment Advisors, LLC 0.10% Reduce -7.5% 4,215 $406K
First Growth Capital LLC 0.36% — 4,160 $403K
Unify Financial Advisors 0.42% — 4,174 $402K
Richmond Investment Services, LLC 0.07% Add +16.6% 4,155 $400K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $400K
Sterling Investment Counsel, LLC 0.11% New 4,467 $398K
MPWM Advisory Solutions, LLC 0.22% Reduce -17.0% 4,110 $396K
Eastern Bank 0.01% Add +137.8% 4,093 $394K
Global Assets Advisory, LLC 0.11% Reduce -1.0% 4,056 $391K
Montecito Bank & Trust 0.06% Reduce -5.0% 4,046 $390K
Bellwether Advisors, LLC 0.06% Add +36.8% 4,027 $388K
Kilter Group LLC 0.17% Add +2.5% 4,002 $385K
North Ridge Wealth Advisors, Inc. 0.21% Reduce -8.0% 3,987 $384K
Twin Peaks Wealth Advisors, LLC 0.11% Add +39.8% 3,963 $383K
Forefront Wealth Partners, LLC 0.18% Reduce -97.4% 3,961 $381K
Invictus Private Wealth, LLC 0.02% Reduce -0.7% 3,947 $380K
ORBA Wealth Advisors, L.L.C. 0.33% New 3,946 $380K
Perigon Wealth Management, LLC 0.01% Add +16.8% 3,933 $379K
First Heartland Consultants, Inc. 0.03% Reduce -0.4% 3,927 $378K
Koshinski Asset Management, Inc. 0.02% Add +0.8% 3,920 $377K
Simplex Trading, LLC 0.01% Add +982.6% 3,919 $377K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +8.3% 3,916 $377K
Wealthgarden F.S. LLC 0.25% Reduce -22.0% 3,890 $377K
Atlas Legacy Advisors, LLC 0.07% Add +2.3% 3,902 $376K
Rehmann Capital Advisory Group 0.02% Add +11.7% 3,897 $375K
BCU Wealth Advisors, LLC 0.14% Add +2.3% 3,894 $375K
Avior Wealth Management, LLC 0.01% Reduce -4.8% 3,874 $373K
Wagner Wealth Management, Corp 0.37% — 3,866 $372K
CPA Asset Management Group, LLC 0.13% No change 3,857 $371K
Wealth Advisory Solutions, LLC 0.09% Add +8.9% 3,853 $371K
Blair William & Co. 0.00% Add +65.6% 3,841 $370K
Signal Advisors Wealth, LLC 0.03% Reduce -69.0% 3,809 $367K
Sterling Financial Planning, Inc. 0.11% Reduce -8.7% 3,805 $366K
Gen-Wealth Partners Inc 0.12% Add +18.8% 3,804 $366K
Renaissance Technologies 0.00% New 3,800 $366K
McAdam, LLC 0.02% Add +15.5% 3,789 $365K
Avaii Wealth Management, LLC 0.13% Add +18.8% 3,785 $364K
Petix & Botte Co 0.08% No change 3,782 $364K
Dorsey Wright & Associates 0.08% Reduce -8.8% 3,784 $364K
Concorde Asset Management, LLC 0.15% Add +15.1% 3,780 $364K
Aptus Capital Advisors, LLC 0.00% Reduce -8.0% 3,750 $361K
Integris Wealth Management, LLC 0.08% No change 3,733 $359K
Davis Wealth Advisors, LLC 0.30% Add +14.6% 3,731 $359K
Sculati Wealth Management, LLC 0.13% Add +18.7% 3,707 $357K
Wedbush Securities Inc. 0.01% Add +31.7% 3,695 $356K
Ausdal Financial Partners, Inc. 0.02% Add +8.5% 3,694 $356K
Dimension Capital Management LLC 0.05% No change 3,687 $355K
EverSource Wealth Advisors, LLC 0.01% Reduce -15.2% 3,684 $355K
Donaldson Capital Management, LLC 0.01% Reduce -2.6% 3,671 $353K
WealthPlan Investment Management, LLC 0.02% Add +0.8% 3,638 $350K
Emergent Wealth Advisors, LLC 0.19% Add +32.5% 3,586 $345K
Regimen Wealth, LLC 0.10% Add +5.0% 3,582 $345K
Sigma Planning Corp 0.01% Reduce -3.6% 3,553 $342K
17 Capital Partners, LLC 0.18% Add +4.3% 3,510 $338K
Delta Wealth Advisors LLC 0.28% Reduce -11.4% 3,446 $332K
Zinnia Wealth Advisory, LLC 0.36% — 3,415 $329K
Petros Family Wealth, LLC 0.22% New 3,405 $328K
Personal Cfo Solutions, LLC 0.05% Reduce -9.7% 3,400 $327K
IPG Investment Advisors LLC 0.06% No change 3,394 $327K
Bush Investment Group, LLC 0.18% Add +2.4% 3,374 $325K
Creekside Partners 0.14% Add +1.0% 3,364 $324K
First Citizens Bank & Trust Co. 0.01% Reduce -17.1% 3,364 $324K
Sage Advisory Services, Ltd.Co. 0.18% Reduce -28.3% 3,347 $322K
XY Planning Network, Inc. 0.06% New 3,344 $322K
Voya Financial Advisors, Inc. 0.03% Reduce -4.6% 3,330 $322K
Integrated Wealth Management 0.36% — 3,331 $321K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Add +28.6% 3,324 $320K
Advisors Capital Management, LLC 0.00% New 3,297 $317K
Quantinno Capital Management LP 0.00% Add +2.9% 3,284 $316K
Hopwood Nicholas Hunter 0.10% — 3,274 $315K
BAM Wealth Management, LLC 0.23% Add +13.2% 3,258 $314K
WealthPoint Financial, LLC 0.27% — 3,252 $313K
Finley Financial, LLC 0.14% No change 3,240 $312K
Avidian Wealth Enterprises, LLC 0.01% Add +4.0% 3,236 $312K
Stewardship Advisors, LLC 0.07% Add +2.4% 3,217 $310K
Mission Creek Capital Partners, Inc. 0.06% Add +0.8% 3,211 $309K
Maia Wealth LLC 0.05% Reduce -35.3% 3,163 $308K
Pinney & Scofield, Inc. 0.17% Reduce -10.5% 3,186 $307K
4Thought Financial Group Inc. 0.15% Reduce -13.2% 3,185 $307K
Breakwater Investment Management 0.11% Add +5.1% 3,182 $306K
Quad-Cities Investment Group, LLC 0.13% Reduce -0.4% 3,178 $306K
Great Valley Advisor Group, Inc. 0.01% Reduce -5.1% 3,180 $306K
Foundations Investment Advisors, LLC 0.00% Reduce -16.9% 3,152 $303K
Brown Wealth Management, LLC 0.08% Add +1.8% 3,143 $303K
Creative Financial Designs Inc. 0.02% Add +6.5% 3,046 $293K
Sage Investment Advisers LLC 0.22% — 3,038 $293K
SHP Wealth Management 0.02% — 3,005 $289K
Polaris Investment Advisors, LLC 0.21% — 2,966 $286K
KWB Wealth 0.03% Add +0.1% 2,957 $285K
Two West Capital Advisors LLC 0.17% Reduce -9.3% 2,957 $285K
Investor's Fiduciary Advisor Network, LLC 0.06% Reduce -0.4% 2,944 $283K
Villere St Denis J & Co. LLC 0.03% No change 2,937 $283K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 2,930 $282K
Coppell Advisory Solutions LLC 0.03% Reduce -0.1% 2,922 $282K
Resurgent Financial Advisors LLC 0.14% Add +11.9% 2,906 $280K
Transcend Capital Advisors, LLC 0.02% Reduce -10.3% 2,864 $276K
Americana Partners, LLC 0.01% Add +14.8% 2,858 $275K
Sand Hill Global Advisors, LLC 0.01% Reduce -4.9% 2,832 $273K
Dravo Bay LLC 0.11% Reduce -9.9% 2,812 $271K
Magnus Financial Group LLC 0.02% New 2,803 $270K
Larson Financial Group LLC 0.01% Add +0.1% 2,798 $269K
Portfolio Resources Advisor Group, Inc. 0.27% — 2,796 $269K
Strathmore Capital Advisors, Inc. 0.09% Reduce -5.9% 2,794 $269K
Silverlake Wealth Management LLC 0.06% New 2,771 $267K
Capital Investment Management, Inc. 0.09% — 2,764 $266K
Claro Advisors Inc. 0.04% New 2,686 $259K
Versant Capital Management, Inc 0.03% Reduce -1.7% 2,669 $257K
Tennessee Valley Asset Management Partners 0.03% New 2,664 $257K
ASL Financial, LLC 0.20% — 2,680 $256K
Axxcess Wealth Management, LLC 0.00% New 2,656 $256K
IFG Advisory, LLC 0.01% Add +4.3% 2,644 $255K
Comprehensive Money Management Services LLC 0.17% No change 2,621 $252K
Leavell Investment Management, Inc. 0.01% No change 2,620 $252K
MSH Capital Advisors LLC 0.05% New 2,610 $251K
Maripau Wealth Management LLC 0.11% Reduce -35.4% 2,569 $247K
Stratos Investment Management, LLC 0.01% Reduce -8.6% 2,566 $247K
Affinity Capital Advisors, LLC 0.03% Reduce -0.3% 2,563 $247K
Facet Wealth, Inc. 0.00% New 2,545 $246K
Legacy Wealth Partners, LLC 0.06% — 2,540 $245K
Capital Management Associates, Inc 0.05% New 2,523 $243K
Ieq Capital, LLC 0.00% Add +8.3% 2,518 $242K
Trust Point Inc. 0.02% No change 2,500 $241K
Banco Santander, S.A. 0.00% Add +9.8% 2,458 $237K
New Republic Capital, LLC 0.06% Add +2.5% 2,453 $236K
Kingsview Wealth Management, LLC 0.00% Add +2.4% 2,452 $236K
Zhang Financial LLC 0.01% New 2,451 $236K
Navigation Wealth Management, Inc. 0.35% Add +3.9% 2,424 $233K
Westmount Partners, LLC 0.06% Reduce -1.2% 2,402 $231K
Portside Wealth Group, LLC 0.03% Reduce -28.5% 2,397 $231K
VestGen Advisors, LLC 0.01% New 2,392 $230K
FWG Holdings, LLC 0.09% New 2,383 $230K
Mma Asset Management LLC 0.08% New 2,366 $228K
Upper Left Wealth Management, LLC 0.14% Reduce -0.7% 2,356 $227K
HB Wealth Management, LLC 0.00% Add +7.2% 2,353 $227K
BankPlus Trust Department 0.06% No change 2,348 $226K
Rooted Wealth Advisors, Inc. 0.06% Add +0.2% 2,334 $225K
Aspire Private Capital, LLC 0.05% No change 2,332 $225K
HF Advisory Group, LLC 0.08% Add +4.6% 2,307 $222K
Soltis Investment Advisors LLC 0.01% Reduce -2.6% 2,305 $222K
International Assets Investment Management, LLC 0.02% Reduce -14.8% 2,288 $220K
Davidson Trust Co. 0.09% New 2,277 $219K
Beacon Financial Advisory LLC 0.05% Add +2.5% 2,255 $217K
First Commonwealth Financial Corp 0.04% No change 2,241 $216K
Advyzon Investment Management, LLC 0.02% New 2,230 $215K
Brand Asset Management Group, Inc. 0.06% Reduce -18.0% 2,209 $213K
NorthLanding Financial Partners, LLC 0.17% No change 2,187 $211K
Joseph P. Lucia & Associates, LLC 0.08% New 2,187 $211K
Empirical Asset Management, LLC 0.06% Reduce -9.8% 2,176 $210K
Glass Jacobson Investment Advisors llc 0.08% Reduce -22.6% 2,173 $209K
Capital Insight Partners, LLC 0.04% Reduce -98.3% 2,145 $207K
Vision Retirement, LLC 0.06% — 2,138 $206K
Latitude Advisors, LLC 0.09% New 2,111 $203K
GDS Wealth Management 0.01% New 2,101 $202K
PFG Investments, LLC 0.01% Reduce -5.2% 2,100 $202K
Park Edge Advisors, LLC 0.05% New 2,092 $201K
Sutton Place Investors LLC 0.11% Reduce -1.3% 2,091 $201K
Toronto Dominion Bank 0.00% New 2,089 $201K
CAP Partners, LLC 0.11% New 2,086 $201K
FLP Wealth Management, LLC 0.47% New 2,079 $200K
Cape Investment Advisory, Inc. 0.06% Add +102.2% 2,016 $194K
Clearstead Advisors, LLC 0.00% Reduce -2.9% 1,967 $189K
Cary Street Partners Investment Advisory LLC 0.05% New 1,939 $187K
Copia Wealth Management 0.13% New 1,929 $186K
Retirement Wealth Solutions LLC 0.11% Add +0.2% 1,877 $181K
Centaurus Financial, Inc. 0.01% Add +30.3% 1,824 $176K
Smartleaf Asset Management LLC 0.01% Add +9.3% 1,747 $169K
Flagship Harbor Advisors, LLC 0.01% New 1,714 $165K
GAMMA Investing LLC 0.01% Add +3.9% 1,673 $161K
Elevated Capital Advisors, LLC 0.04% New 1,617 $156K
Pflug Koory, LLC 0.07% No change 1,576 $152K
Red Tortoise LLC 0.06% Add +1.6% 1,561 $150K
1015 Capital Partners, LLC 0.14% — 1,500 $144K
Quintet Private Bank (Europe) S.A. 0.01% No change 1,455 $140K
Centennial Bank 0.05% Add +461.6% 1,432 $138K
Sunrise Financial Services, LLC 0.10% — 1,379 $133K
HBW Advisory Services LLC 0.01% New 1,357 $131K
Stelac Advisory Services LLC 0.05% No change 1,324 $127K
Operose Advisors LLC 0.03% Add +1.7% 1,322 $127K
Allworth Financial LP 0.00% Reduce -5.0% 1,305 $126K
Private Wealth Asset Management, LLC 0.01% Reduce -15.7% 1,197 $115K
Gilpin Wealth Management, LLC 0.09% — 1,178 $113K
Franklin Resources Inc. 0.00% Reduce -27.5% 1,169 $113K
Barrett & Company, Inc. 0.04% Add +1.7% 1,130 $109K
Lanark Financial, Inc. 0.01% Reduce -13.6% 1,116 $107K
AlphaCore Capital LLC 0.00% Add +5.2% 1,080 $104K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,057 $102K
PFS Partners, LLC 0.04% Reduce -1.8% 981 $94K
Hyposwiss Advisors SA 0.09% — 975 $94K
TD Waterhouse Canada Inc. 0.00% Reduce -11.9% 958 $92K
Kingdom Financial Group LLC. 0.03% New 957 $92K
O'shaughnessy Asset Management, LLC 0.00% Add +400.0% 895 $86K
Cordgrass Capital Advisors, LLC 0.02% Reduce -0.9% 884 $85K
Lloyd Advisory Services, LLC. 0.03% New 855 $82K
Barnes Dennig Private Wealth Management LLC 0.08% Add +0.2% 850 $82K
Pacifica Partners Inc. 0.04% Add +0.4% 841 $81K
Luminist Capital LLC 0.10% Add +17.9% 803 $77K
Darwin Wealth Management, LLC 0.02% Add +6.7% 792 $76K
First United Bank & Trust 0.02% Add +82.4% 757 $73K
Rossby Financial, LCC 0.02% Reduce -2.5% 738 $71K
Strategic Wealth Partners, Ltd. 0.00% Reduce -61.8% 734 $71K
Webster Bank, N. A. 0.01% Reduce -9.8% 678 $65K
Grove Bank & Trust 0.01% New 667 $64K
Wolff Wiese Magana LLC 0.04% No change 664 $64K
Financial Network Wealth Advisors LLC 0.06% Reduce -13.6% 628 $60K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $60K
American National Bank & Trust 0.01% No change 590 $57K
Olistico Wealth, LLC 0.03% New 576 $55K
Sava Infond d.o.o. 0.01% No change 550 $53K
CX Institutional 0.00% Add +9.1% 515 $50K
Pin Oak Investment Advisors Inc. 0.03% No change 506 $49K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $48K
Corsicana & Co. 0.03% No change 490 $47K
First Horizon Corp. 0.00% No change 489 $47K
Pinnacle Bancorp, Inc. 0.01% No change 486 $47K
Sound Income Strategies, LLC 0.00% Add +152.9% 478 $46K
Eq Wealth Advisors, LLC 0.03% New 441 $42K
NFSG Corp 0.01% Add +1.6% 430 $41K
Red Lighthouse Investment Management, LLC 0.01% No change 428 $41K
Ironwood Wealth Management, LLC. 0.01% No change 428 $41K
Key Capital Management, INC 0.04% — 420 $40K
Evolution Wealth Management Inc. 0.03% New 407 $39K
Wellington Grp LLC 0.01% — 407 $39K
Root Financial Partners, LLC 0.00% Reduce -53.8% 407 $39K
Capital Investment Counsel, Inc 0.00% New 390 $38K
Ameriflex Group, Inc. 0.02% Add +38.7% 369 $36K
Fifth Third Bancorp 0.00% Reduce -5.5% 363 $35K
Cary Street Partners Financial LLC 0.00% New 358 $34K
Cullen/Frost Bankers, Inc. 0.00% Reduce -32.3% 355 $34K
WPG Advisers, LLC 0.03% Reduce -7.2% 350 $34K
Sunbelt Securities, Inc. 0.00% Reduce -60.6% 342 $33K
West Branch Capital LLC 0.01% No change 335 $32K
Ascentis Wealth Management, LLC 0.01% No change 330 $32K
Bartlett & Co. Wealth Management LLC 0.00% No change 320 $31K
Key Financial Inc 0.01% Reduce -0.6% 317 $31K
City Holding Co. 0.00% No change 305 $29K
Ameritas Investment Partners, Inc. 0.00% Reduce -5.1% 280 $27K
Dynamic Wealth Strategies, LLC 0.02% Reduce -89.8% 273 $26K
Fiduciary Advisors, Inc. 0.02% New 269 $26K
Founders Financial Alliance, LLC 0.00% Reduce -17.3% 259 $25K
Signature Equity Partners, LLC 0.01% — 252 $24K
First Financial Corp. 0.01% No change 252 $24K
Ameliora Wealth Management Ltd. 0.01% No change 250 $24K
Tucker Asset Management LLC 0.01% Add +171.7% 250 $24K
Raleigh Capital Management Inc. 0.01% Reduce -1.2% 240 $23K
NorthAvenue LLC 0.02% — 231 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 228 $22K
Park Square Financial Group, LLC 0.13% Add +1.7% 240 $21K
Wealth Watch Advisors, INC 0.01% New 216 $21K
Grand Wealth Management, LLC 0.01% New 208 $20K
Bayban 0.02% — 207 $20K
Zions Bancorporation, National Association 0.00% No change 203 $20K
Medallion Wealth Advisors, LLC 0.01% Reduce -68.6% 202 $19K
Armstrong Advisory Group, Inc. 0.00% No change 201 $19K
Winch Advisory Services, LLC 0.00% Add +1.6% 195 $19K
Ancora Advisors LLC 0.00% Add +3.9% 188 $18K
Quest 10 Wealth Builders, Inc. 0.02% Add +39.1% 185 $18K
Wilmington Savings Fund Society, FSB 0.00% Add +206.8% 181 $17K
Comprehensive Financial Planning, Inc. 0.01% New 179 $17K
Cherry Tree Wealth Management, LLC 0.00% Add +1.7% 179 $17K
Tompkins Financial Corp. 0.00% Add +23.9% 176 $17K
Park Place Capital Corp 0.00% Add +121.8% 173 $17K
Atlantic Union Bankshares Corp 0.00% Add +1.2% 172 $17K
IFC & Insurance Marketing, Inc. 0.02% — 167 $16K
Missouri Trust & Investment Co 0.00% New 163 $16K
Colonial Trust Co / SC 0.00% No change 158 $15K
Anchor Investment Management, LLC 0.00% No change 158 $15K
Avion Wealth 0.00% Add +645.5% 164 $15K
Capital Investment Advisory Services, LLC 0.00% Reduce -61.6% 155 $15K
Blueline Advisors LLC 0.01% — 152 $15K
Main Management LLC 0.00% No change 142 $14K
FWL Investment Management, LLC 0.00% New 137 $13K
Greykasell Wealth Strategies, Inc. 0.01% No change 136 $13K
Game Plan Financial Advisors, LLC 0.01% New 134 $13K
Golden State Wealth Management, LLC 0.00% Add +0.8% 132 $13K
Triumph Capital Management 0.00% New 130 $13K
NBT Bank, N.A. 0.00% Add +1.1% 96 $12K
Hantz Financial Services, Inc. 0.00% No change 123 $12K
Quarry LP 0.00% New 120 $12K
McIlrath & Eck, LLC 0.00% No change 119 $11K
Compass Financial Services Inc 0.00% Add +1.7% 118 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $11K
HFM Investment Advisors, LLC 0.00% Add +63.4% 116 $11K
Legacy Wealth Managment, LLC 0.01% Add +21.3% 114 $11K
Premier Financial Group 0.00% New 113 $11K
Bangor Savings Bank 0.00% Add +1.8% 111 $11K
Parkside Financial Bank & Trust 0.00% No change 110 $11K
EPG Wealth Management LLC 0.00% No change 110 $11K
GW&K Investment Management, LLC 0.00% No change 100 $10K
North Star Investment Management Corp. 0.00% No change 100 $10K
Ares Financial Consulting, LLC 0.01% — 92 $9K
Center for Financial Planning, Inc. 0.00% New 86 $8K
Smallwood Wealth Investment Management, LLC 0.00% No change 85 $8K
YANKCOM Partnership 0.00% New 81 $8K
Boyd Watterson Asset Management LLC 0.00% No change 80 $8K
Palouse Capital Management, Inc. 0.00% New 78 $8K
Bogart Wealth, LLC 0.00% No change 76 $7K
Godfrey Financial Associates, Inc. 0.01% — 72 $7K
Maseco LLP 0.00% New 74 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 71 $7K
Birchwood Financial Partners, Inc. 0.01% — 70 $7K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Glen Eagle Advisors, LLC 0.00% Reduce -32.6% 64 $6K
Solstein Capital, LLC 0.00% No change 64 $6K
KERR FINANCIAL PLANNING Corp 0.01% No change 63 $6K
Nemes Rush Group LLC 0.00% New 63 $6K
Kozak & Associates, Inc. 0.00% New 58 $6K
Covestor Ltd 0.00% No change 50 $5K
DecisionPoint Financial, LLC 0.00% New 50 $5K
Atlas Capital Advisors Inc. 0.00% — 50 $5K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Turning Point Benefit Group, Inc. 0.00% No change 43 $4K
Networth Advisors, LLC 0.00% — 43 $4K
Aventura Private Wealth, LLC 0.00% No change 42 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -71.0% 42 $4K
Wiser Advisor Group LLC 0.00% Add +2.6% 40 $4K
Innovative Advisory Group, LLC 0.00% No change 35 $3K
Hilton Head Capital Partners, LLC 0.00% — 35 $3K
CNB Bank 0.00% No change 34 $3K
Russell Investments Group, Ltd. 0.00% Reduce -100.0% 32 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 29 $3K
Signaturefd, LLC 0.00% No change 29 $3K
Chapman Financial Group, LLC 0.00% No change 29 $3K
Harbor Investment Advisory, LLC 0.00% No change 27 $3K
REAP Financial Group, LLC 0.00% No change 25 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 24 $2K
Red Reef Advisors LLC 0.00% — 24 $2K
Investors Research Corp 0.00% Reduce -76.0% 23 $2K
Planning Project LLC 0.00% — 21 $2K
Beaird Harris Wealth Management, LLC 0.00% New 20 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 19 $2K
Richards, Merrill & Peterson, Inc. 0.00% New 15 $1K
Prosperity Bancshares Inc 0.00% — 13 $1K
HHM Wealth Advisors, LLC 0.00% New 13 $1K
PayPay Securities Corp 0.03% Add +9.1% 12 $1K
Trust Co. of Toledo NA 0.00% No change 11 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 12 $1K
CKW Financial Group 0.00% No change 14 $1K
Asset Dedication, LLC 0.00% No change 10 $963
Kings Path Partners LLC 0.00% No change 9 $867
GHP Investment Advisors, Inc. 0.00% No change 9 $867
SRH Advisors, LLC 0.00% No change 8 $770
N.E.W. Advisory Services LLC 0.00% No change 8 $770
Hamrick Investment Counsel, llc 0.00% — 7 $674
Flagship Wealth Advisors, LLC 0.00% No change 7 $674
American Wealth Advisors, LLC 0.00% No change 6 $615
Salomon & Ludwin, LLC 0.00% No change 6 $579
Longview Financial Advisors LLC 0.00% New 6 $578
Quaker Wealth Management, LLC 0.00% No change 6 $578
Alerus Financial NA 0.00% Reduce -98.6% 6 $578
Vision Financial Markets LLC 0.00% No change 6 $507
American Capital Advisory, LLC 0.00% No change 5 $482
Rialto Wealth Management, LLC 0.00% No change 5 $482
Howe & Rusling Inc. 0.00% No change 5 $482
Front Row Advisors LLC 0.00% No change 5 $481
MTM Investment Management, LLC 0.00% No change 5 $481
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 4 $386
SOA Wealth Advisors, LLC. 0.00% No change 4 $385
Spurstone Advisory Services, LLC 0.00% No change 3 $289
Realta Investment Advisors 0.00% No change 3 $289
Register Financial Advisors LLC 0.00% New 3 $289
FAS Wealth Partners, Inc. 0.00% New 3 $289
Estate Planners Group, LLC 0.00% — 3 $254
Bear Mountain Capital, Inc. 0.00% No change 2 $236
St Germain D J Co. Inc. 0.00% No change 2 $193
Concord Wealth Partners 0.00% No change 2 $151
Financial Consulate, Inc. 0.00% No change 1 $139
Abound Wealth Management 0.00% No change 1 $116
Frazier Financial Advisors, LLC 0.00% No change 1 $111
Tower Research Capital LLC (TRC) 0.00% Reduce -97.9% 1 $96
Fourth Dimension Wealth, LLC 0.00% No change 1 $96
Inspire Investing, LLC 0.00% New 1 $74

"% of holder's portfolio" is EMB's weight in each manager's 13F, not the share of iShares JP Morgan Usd Emergi the manager owns.